See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,821 | $140,588-47.5% | $123,104-40.0% | $125,391-41.1% |
| Participation rate | 76.5% | 88.2%-11.7pp | 86.8%-10.3pp | 83.2%-6.7pp |
| Annual return | 1.06% | 16.80%-15.7pp | 13.22%-12.2pp | 282.22%-281.2pp |
| Employer contribution / active EE | $932 | $6,041-84.6% | $5,151-81.9% | $4,866-80.8% |
| Participant deferral / active EE | $4,615 | $6,980-33.9% | $6,230-25.9% | $5,352-13.8% |
| Admin fee / account holder | $43,056 | $11,198+284.5% | $9,015+377.6% | $9,540+351.3% |